• Register for online accessLogin
  • Personal
  • Professional
  • Don’t miss out – Regional Investment Forums

    Our latest series of Regional Investment Forums take place next month in Exeter, Knutsford and Glasgow. Join us to hear the latest from fund managers, covering a range of sectors. They’ll look at the challenges and opportunities following Brexit.

  • Support for clients' self-assessment enquiries

    If you receive calls from clients about their paper based self-assessment, the deadline being 31 October, our ‘Annual Distribution Summary’ report can help. It provides the same information clients received within their annual tax
    voucher in May.

  • Be ready to benefit from future enhancements

    Over the next few months we will be introducing a range of enhancements to our client management service. If you haven’t used the version of the service we introduced last Autumn, now is a good time to familiarise yourself.

Identifying clients not on fees

A single report to identify clients
and a simple action plan to
engage with them.

Latest news and insights

Keep in touch with all the latest
investment views, opinions and
platform news.

Investment choices

Whether you select your
own funds, use model portfolios
or DFMs - we can help.

New to FundsNetwork?

If you're not familiar with what we
can do to support the partners
we work with, this area should help.

Document library

login

Log in to Client Management

login   Register